IWC
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Integrated Wealth Concepts’s Cal-Maine CALM Stock Holding History

Integrated Wealth Concepts’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-42,834
Closed -$3.39M – 2426
2026
Q1 		$3.39M Buy
42,834
+562
+1% +$46.2K 0.03% 564
2025
Q4 		$3.36M Buy
42,272
+7,934
+23% +$697K 0.04% 399
2025
Q3 		$3.23M Sell
34,338
-1,331
-4% -$142K 0.03% 510
2025
Q2 		$3.55M Sell
35,669
-2,187
-6% -$209K 0.04% 434
2025
Q1 		$3.44M Buy
37,856
+1,235
+3% +$122K 0.04% 417
2024
Q4 		$3.77M Sell
36,621
-4,365
-11% -$412K 0.04% 354
2024
Q3 		$3.07M Sell
40,986
-1,217
-3% -$84.2K 0.04% 420
2024
Q2 		$2.58M Buy
+42,203
New +$2.5M 0.04% 434

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Integrated Wealth Concepts's CALM Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Cal-Maine (CALM) in Q2 2026, closing a stake of 42,834 shares — an estimated $3.39M sold.

Integrated Wealth Concepts first reported a position in CALM in Q2 2024 and held it in 8 quarters. The position peaked at $3.77M in Q4 2024. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Cal-Maine position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 42,834 Cal-Maine shares in Q2 2026, an estimated $3.39M.
  • Integrated Wealth Concepts first reported a position in Cal-Maine in Q2 2024 and held it in 8 quarters.
  • Integrated Wealth Concepts's Cal-Maine position peaked at $3.77M in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.